$WRB

$72.92 -$0.87 (1.18%) Live

$WRB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 371.2M shares outstanding

Who owns WRB?

By type of holder

Institutions 75.0% Insiders 25.0% Everyone else 0.0%

Concentration Top 10 holders own 106.3%

W. Robert Berkley, Jr. 25.7% · William R. Berkley 25.7%

Institutional ownership

75.0%

-0.2 pts vs last qtr

Institutional holders

948

+21 vs last qtr

Net shares bought

−630.4K

by institutions in Q2 2026

New / sold out

121 / 100

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +3.1M
Aqr Capital Management LLC +1.8M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −2.5M
Morgan Stanley −2.2M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for W. R. Berkley Corporation in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2017–FY2025

+137645.1%

+146.82% a year

Each share's claim on the business

−99.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.76B vs $432M

over 9 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years66% 3–5 years4% 1–3 years5% Under 1 year25%

Quarterly turnover

7.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WRB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Mitsui Sumitomo Insurance Co Ltd 13D · 15.8%	58.8M	15.83%	Unchanged	Q4 '25	100.0%
Shares held by quarter Peak holding58.8M (Q1'26) Change over 8 quarters+58.8M Share of the company15.830% Disclosed stake13D · 15.8% Mitsui Sumitomo Insurance Co Ltd's full portfolio →
B BlackRock, Inc.	21.9M	5.91%	−1.3M (−5.8%)	≤2021	0.0%
Shares held by quarter Peak holding25.2M (Q2'25) Change over 8 quarters−1.4M Share of the company5.910% BlackRock, Inc.'s full portfolio →

Mitsui Sumitomo Insurance Co Ltd

13D · 15.8%

58.8M

% of company

15.83%

Change vs last qtr

Unchanged

Held since

Q4 '25

BlackRock, Inc.

21.9M

% of company

5.91%

Change vs last qtr

−1.3M (−5.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding W. R. Berkley Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WRB on Form N-PORT; together they hold 24.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$625M	8.9M	2.39%	0.03%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$537M	7.6M	2.05%	0.03%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$625M

% of company

2.39%

% of the fund

0.03%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$537M

% of company

2.05%

% of the fund

0.03%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding W. R. Berkley Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WR W. Robert Berkley, Jr. 5%+ holder 13D · 25.7%	95.6M	25.74%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company25.740% Disclosed stake13D · 25.7% View the 13D/G filing →
WR William R. Berkley 5%+ holder 13D · 25.5%	95.6M	25.74%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company25.740% Disclosed stake13D · 25.5% View the 13D/G filing →

W. Robert Berkley, Jr.

5%+ holder13D · 25.7%

95.6M

% of company

25.74%

Change vs last qtr

—

Held since

—

William R. Berkley

5%+ holder13D · 25.5%

95.6M

% of company

25.74%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of W. R. Berkley Corporation.

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